See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,873 | $148,534-58.3% | $135,903-54.5% | $139,434-55.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.56% | 79.19%-46.6pp | 68.23%-35.7pp | 372.94%-340.4pp |
| Employer contribution / active EE | $3,262 | $5,243-37.8% | $4,856-32.8% | $4,751-31.3% |
| Participant deferral / active EE | $1,830 | $8,100-77.4% | $7,758-76.4% | $6,710-72.7% |
| Admin fee / account holder | $4,490 | $12,400-63.8% | $10,762-58.3% | $11,403-60.6% |